-21.7%
MKC vs VT
+10.5%
-32.2%
-37.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +0.2% | -3.5% | -3.3% |
| 7D | +2.3% | -2.3% | +4.7% | +1.9% |
| 30D | +8.1% | -5.0% | +13.1% | +7.0% |
| 3M | -6.4% | -4.9% | -1.6% | -7.4% |
| 6M | +1.8% | -1.5% | +3.3% | +1.6% |
| YTD | -26.9% | +8.5% | -35.4% | -24.4% |
| 1Y | -21.7% | +11.4% | -33.1% | -18.6% |
| All | -21.7% | +10.5% | -32.2% | -18.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded VT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling